Custom Tags
This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.
Custom tags can be assigned to client accounts to provide brokers with a quick understanding of a client's key characteristics.
There are two types of custom tags available:
Public Tags: These are commonly used tags that can be applied across all clients and leads, such as "High Risk Client" or "Algo Trader."
Private Tags: These are more specific tags that are relevant to a particular client or lead, such as "Bank Account Closed Recently" or "Partner of ABC Company."
Tagging clients provides brokers with a comprehensive understanding of their profiles at a glance.
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